Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Buy
+3,093
New +$423K 0.12% 116
2021
Q3
Sell
-7,309
Closed -$766K 101
2021
Q2
$766K Sell
7,309
-1,354
-16% -$142K 0.4% 59
2021
Q1
$908K Buy
+8,663
New +$908K 0.53% 49